A Secure Future is Built on Personal Trust

Our Services

A Secure Future is Built on Personal Trust

Whether honoring your wishes to benefit your heirs or a charity, maximizing your impact with smart tax strategies, or avoiding the expense and delays of probate, secure your legacy with personal trust and estate settlement services.

Personal Wealth Services

Our team works works closely with your tax and legal advisors to determine the trust structure that’s right for your priorities and circumstances. Then, our Investment Team will define and implement an investment strategy for your trust that includes tax-conscience planning.

Your account size determines our fees. Because our employees don't work on commission, you can be confident that our guidance is always in your best interests.

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Meet Our Personal Trust Team

Maggie Groteluschen
JD, MBA, CTFA

Maggie Groteluschen

Personal Wealth Manager

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Tammy Noordermeer

Personal Trust Team Leader

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Veronica Paulson

Personal Trust Team Leader

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Carrie Reider

Personal Trust Associate Team Leader

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Elisa Hurley

Personal Trust Officer

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Kayla O’Neal
MBA, CFIRS, CTFA, CFP®

Kayla O’Neal

Personal Trust Officer

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Marit Moberg

Personal Trust Officer

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Levi Parker
JD, MBA, CFIRS

Levi Parker

Personal Trust Officer

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Sara Baus

Personal Trust Officer

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Stacie Swanstrom

Personal Trust Officer

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